Date | Article Title |
Jan 02, 2025 | 2025 Outlook: Trump II, Year One |
Jan 06, 2025 | After Trudeau: Canada Ready for a Political Reset |
Jan 08, 2025 | Global Bond Yields: Duck, Duck, Duck, Goose! |
Jan 10, 2025 | Labor Strength, Fed Pause, and the Case for Peaking Yields |
Jan 13, 2025 | Austrian and German Politics: A Seismic Shift in Store for Europe? |
Jan 15, 2025 | 10-Year Peak Confirmed: Dovish Momentum Builds on Both Sides of the Atlantic & HCMT January Trade Ideas |
Jan 18, 2025 | Trump’s Return: Policy Roadmap & Cabinet Confirmation Takeaways |
Jan 21, 2025 | Exposure and Forgiveness: Ruminations at the Beginning of Trump’s Second Term |
Jan 24, 2025 | Davos Trump: “Revolution of Common Sense” & America’s “Golden Age” Begins |
Jan 27, 2025 | DeepSeek Selloff: China’s Sputnik Moment & the Fed |
Jan 30, 2025 | FedWatch: Powell Holds, Trump Unleashes |
Jan 31, 2025 | Jan 2025 BWR Macro Review & Forecasts: 2025 Outlook, Bond Market Shifts, Trump at Davos, DeepSeek-R1, Mortgage Rates in the Crossfire, Canada & Germany |